Asset Planning Inc
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Asset Planning Inc’s American Airlines Group AAL Stock Holding History

Asset Planning Inc’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$468 Hold
35
– – ﹤0.01% 315
2026
Q2 		$632 Hold
35
– – ﹤0.01% 324
2026
Q1 		$376 Hold
35
– – ﹤0.01% 291
2025
Q4 		$537 Hold
35
– – ﹤0.01% 286
2025
Q3 		$393 Hold
35
– – ﹤0.01% 285
2025
Q2 		$393 Hold
35
– – ﹤0.01% 282
2025
Q1 		$369 Hold
35
– – ﹤0.01% 295
2024
Q4 		$610 Buy
+35
New +$503 ﹤0.01% 303

Other funds holding AAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truxt Investmentos
Truxt Investmentos Rio De Janeiro, Brazil $238M AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Asset Planning Inc's AAL Position: Q3 2026 in Review

Asset Planning Inc held its American Airlines Group (AAL) position steady in Q3 2026 at 35 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Asset Planning Inc first reported a position in AAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $632 in Q2 2026. 262 funds tracked by Wall St. Rank hold AAL as of Q3 2026.

  • Asset Planning Inc held 35 shares of American Airlines Group worth $468 as of Q3 2026.
  • Asset Planning Inc left its American Airlines Group share count unchanged in Q3 2026.
  • American Airlines Group made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #315 holding.
  • Asset Planning Inc first reported a position in American Airlines Group in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's American Airlines Group position peaked at $632 in Q2 2026.
  • 262 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.